Hobbs-Group-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "ABBV",
  "BABA",
  null,
  "GOOGL",
  "AXP",
  null,
  "GLTR",
  "LOW",
  null,
  "CCI",
  "CMI",
  "DUK",
  "EOG",
  null,
  null,
  null,
  "IBKR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  "ISRG",
  "META",
  "HEFA",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "MS",
  null,
  null,
  "AMP",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  "VGSH",
  "IEMG",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "LDOS",
  "GEHC",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "REGN",
  "IEFA",
  null,
  null,
  "SPDW",
  null,
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "VO",
  null,
  null,
  "VCIT",
  null,
  "TSM",
  null,
  "VRTX",
  "IWR",
  null,
  "NVO",
  "AMZN",
  "VUG",
  "VXUS",
  "VOO",
  "VTV",
  "WMT",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHD",
  "ET",
  "SOFI",
  null,
  null,
  "DIA",
  null,
  "IUSV",
  "DGRO",
  "NUE",
  "BAC",
  "BTE",
  "BRK-B",
  "CAVA",
  "LNG",
  "C",
  "CME",
  "CEG",
  "CPNG",
  "RSP",
  "USMV",
  "NEE",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 145
Total Value: 263106224
Accession Number: 0002012280-25-000003
Form Type: 13F-HR
CIK: hobbs-group-advisors
Manager Name: Hobbs-Group-Advisors

Data Enrichment

57% identified

82 identified63 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

145 positions • $263.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524797

SCHD|808524797

Shares:82.7K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$263.1M)

46432F339

QUAL|46432F339

Shares:13.1K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$263.1M)

46434V282

Shares:36.6K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$263.1M)

97717W323

Shares:82.4K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$263.1M)

92206C870

VCIT|92206C870

Shares:24.1K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$263.1M)

92206C102

VGSH|92206C102

Shares:32.8K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$263.1M)

922908769

VTI|922908769

Shares:7.0K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$263.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:11.3K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$263.1M)

AMAZON COM INC

AMZN|023135106

Shares:8.9K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$263.1M)

MICROSOFT CORP

MSFT|594918104

Shares:4.4K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$263.1M)

464287150

ITOT|464287150

Shares:13.0K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$263.1M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:3.2K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$263.1M)

46436E718

Shares:14.2K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$263.1M)

97717X131

Shares:40.2K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$263.1M)

72201R585

Shares:53.5K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$263.1M)

46138J791

Shares:71.5K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$263.1M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:2.4K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$263.1M)

78464A664

Shares:46.5K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$263.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$263.1M)

Meta Platforms, Inc.

META|30303M102

Shares:2.2K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$263.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHDcusip808524797)	82.7K	QoQ NEW(+82.7K) YoY-	All Managers (Combined)	$2.3M	0.9% ($2.3M/$263.1M)	QoQ NEW(+$2.3M) YoY-
(QUALcusip46432F339)	13.1K	QoQ -20.65% (-3.4K) YoY-	All Managers (Combined)	$2.2M	0.9% ($2.2M/$263.1M)	QoQ -23.86% (-$703.2K) YoY-
(cusip46434V282)✕	36.6K	QoQ -4.06% (-1.6K) YoY-	All Managers (Combined)	$2.1M	0.8% ($2.1M/$263.1M)	QoQ -7.99% (-$183.9K) YoY-
(cusip97717W323)✕	82.4K	QoQ -19.33% (-19.8K) YoY-	All Managers (Combined)	$2.0M	0.8% ($2.0M/$263.1M)	QoQ -21.62% (-$552.9K) YoY-
(VCITcusip92206C870)	24.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.0M	0.7% ($2.0M/$263.1M)	QoQ +1.85% (+$36.0K) YoY-
(VGSHcusip92206C102)	32.8K	QoQ -3.50% (-1.2K) YoY-	All Managers (Combined)	$1.9M	0.7% ($1.9M/$263.1M)	QoQ -2.65% (-$52.5K) YoY-
(VTIcusip922908769)	7.0K	QoQ -2.49% (-179) YoY-	All Managers (Combined)	$1.9M	0.7% ($1.9M/$263.1M)	QoQ -7.52% (-$156.7K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	11.3K	QoQ -5.80% (-693) YoY-	All Managers (Combined)	$1.7M	0.7% ($1.7M/$263.1M)	QoQ -23.04% (-$521.1K) YoY-
AMAZON COM INC(AMZNcusip023135106)	8.9K	QoQ -9.65% (-955) YoY-	All Managers (Combined)	$1.7M	0.6% ($1.7M/$263.1M)	QoQ -21.65% (-$469.9K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	4.4K	QoQ -14.21% (-734) YoY-	All Managers (Combined)	$1.7M	0.6% ($1.7M/$263.1M)	QoQ -23.59% (-$513.5K) YoY-
(ITOTcusip464287150)	13.0K	QoQ +0.03% (-5) YoY-	All Managers (Combined)	$1.6M	0.6% ($1.6M/$263.1M)	QoQ -5.10% (-$85.2K) YoY-
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	3.2K	QoQ -4.29% (-144) YoY-	All Managers (Combined)	$1.6M	0.6% ($1.6M/$263.1M)	QoQ +15.21% (-$205.4K) YoY-
(cusip46436E718)✕	14.2K	QoQ +19.93% (+2.4K) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$263.1M)	QoQ +20.34% (+$242.6K) YoY-
(cusip97717X131)✕	40.2K	QoQ -1.88% (-772) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$263.1M)	QoQ +2.28% (-$32.0K) YoY-
(cusip72201R585)✕	53.5K	QoQ NEW(+53.5K) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$263.1M)	QoQ NEW(+$1.4M) YoY-
(cusip46138J791)✕	71.5K	QoQ +1.66% (+1.2K) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$263.1M)	QoQ +1.92% (+$26.3K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	2.4K	QoQ -1.49% (-36) YoY-	All Managers (Combined)	$1.3M	0.5% ($1.3M/$263.1M)	QoQ -6.00% (-$82.7K) YoY-
(cusip78464A664)✕	46.5K	QoQ -60.70% (-71.8K) YoY-	All Managers (Combined)	$1.3M	0.5% ($1.3M/$263.1M)	QoQ -59.10% (-$1.8M) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.7K	QoQ -2.80% (-78) YoY-	All Managers (Combined)	$1.3M	0.5% ($1.3M/$263.1M)	QoQ -10.86% (-$154.2K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	2.2K	QoQ -8.42% (-200) YoY-	All Managers (Combined)	$1.3M	0.5% ($1.3M/$263.1M)	QoQ -9.85% (-$137.0K) YoY-